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Type of Role: InvestmentsData Analytics

Experience Level: Analyst/Associate

Location: Charlottesville, Virginia

Salary: $K - $K

Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to endowments and private foundations where building a high-quality organization in-house is not economical or preferable.  Managing assets of approximately $17 billion, Investure is responsible for asset allocation and manager selection in multiple asset classes including but not limited to fixed income, global public equities, and alternative investments (hedge funds and private equity).  Investure is a fast-paced, high-energy culture where there is a vast opportunity for learning. We are a mission-driven organization with a focus on continuous improvement and employee engagement. Details below.

Job Summary

This professional will be a core member of Investure’s Reporting & Analytics Team. Reporting to a senior member of the group, this role will be primarily responsible for supporting a diverse set of performance analytics and reporting tasks crucial for both Investure’s clients and Investment Team. Investure manages a complex multi-asset portfolio and this person will (i) contribute to review of performance computation across all slices of the portfolio, (ii) support ongoing work on portfolio analytics for both internal use by Investment Team and external use by clients, (iii) work with various datasets to ensure accuracy and reliability of the analysis ultimately produced by the team, (iv) work with various teams to improve ongoing processes, (v) collaborate with internal teams on building out new analytics, (vi) keep learning and developing analytical skills to support the team’s mission of data accuracy and best in class portfolio analytics.

The ideal candidate should possess a natural curiosity, an affinity for the quantitative nature of the work, and a passion for collaborating as a team. This individual will also demonstrate a strong work ethic, be detail oriented, be willing to continuously improve quantitative abilities, and have an interest in the financial markets. Cultural fit, humility, and maturity are imperative. The firm operates with a set hybrid schedule of at least three days in-office and two days of remote work.

Essential Functions

  • Create, produce, and review all aspects of output for clients and the Investment Team, including monthly and quarterly performance reports, annual deep-dive performance reports, exposure reporting and analysis, benchmark and comparative analysis on asset classes, strategies, and managers, liquidity analytics, portfolio stress testing, and private portfolio modeling
  • Support the development and maintenance of proprietary data systems, applying statistical and quantitative methods in financial modeling and performance analytics
  • Lead training sessions firmwide for those who need and use firm’s reporting and risk software applications
  • Be proactive in offering thoughts around investment performance and risk concepts; be engaged on new ideas and trends around performance reporting within the industry
  • Become proficient in using various proprietary performance, risk, and accounting tools and developing financial models
  • Apply or be willing to learn statistical analysis and data mining techniques using Python or similar language, along with other database tools, in order to add value to team deliverables
  • Handle variety of ad-hoc data projects, as needed, with high attention to detail
  • Provide support and quality control to reconciliation efforts to ensure data quality for external and internal deliverables and reporting
  • Assist team as needed on the implementation of new tools and tool integration into the wider data framework
  • Support and help mentor junior teammates

Responsibilities and title will ultimately be commensurate with the professional’s experience and demonstrated faculties and judgment.

Education, Experience & Skills

  • 4-6+ years relevant experience required
  • Bachelor’s degree with proven academic achievement required; focused degree in math, science, computer science, economics or finance preferred
  • Proficient using standard office software such as Word, PowerPoint, Outlook
  • Power user of Excel; basic knowledge of SQL and familiarity with Julia a strong plus
  • Python proficiency required
  • Knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis
  • Ability to communicate internally (and in written form) insights and takeaways from investment performance results
  • Strong attention to detail in quantitative and financial analysis
  • Experience with training and mentoring junior teammates
  • Skills necessary to create and oversee schedules for timely and accurate delivery of reports and analysis
  • Experience collaborating successfully in a multi-disciplinary, diverse and dynamic team, particularly with investment and client relations professionals
  • Ability to handle confidential and sensitive information with a high degree of professionalism

Guiding Principles

  • Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives
  • Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures
  • Service: Puts the team mission and clients first. Illustrates mission driven outlook and approach
  • Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good
  • Teamwork: Takes a collaborative and selfless approach.  Operates under the “Golden Rule”
  • Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals

Position Based Competencies 

  • Accuracy: Identifies and corrects mistakes; improves accuracy and efficiency consistently; demonstrates and cultivates attention to detail
  • Team Orientation: Works well as part of a team and helps build a strong culture of teamwork
  • Process Management: Follows protocol and processes; willing to ask questions
  • Communication: Demonstrates clear, thoughtful and thorough verbal and written skills
  • Planning: Self-starter with the ability to multi-task; prioritizes tasks appropriately; meets deadlines
  • Adaptability: Quick learner; open to change, feedback, and continuous process improvement